General steps to configure and use clinical summaries
It is important to know the general steps to configure and use clinical summaries.
This table gives each general step and the related documentation:
| Step | Task | Documentation |
|---|---|---|
| 1 | Make sure that you know:
| Clinical summaries: Settings to show or change information
Communication records that a clinical summary can show Get access to user account settings to show or change clinical summary information Get access to ezyVet system settings to show or change clinical summary information |
| 2 | A practice manager makes the clinical summaries that staff can select and send. | Make a clinical summary |
| 3 | Staff select and send clinical summaries to clients and other persons. | Send a clinical summary |